Investment objectives

Share Apart from measuring a standard ROI return on investment or avoiding investment losses, investors often have very different objectives when approaching the way they place funds.

Investment objectives

The New Index measures the performance of high dividend yielding companies that have followed a managed-dividends policy of increasing or maintaining dividends for at least ten consecutive years. The reduction in the management fee will have no effect on the services provided to the Fund by FTA.

The Fund will list and trade its shares on Nasdaq under a different ticker symbol: FTA is a federally registered investment advisor and serves as the Fund's investment advisor.

FTP is also a distributor of mutual fund shares and exchange-traded fund creation units. Contact First Trust Portfolios L. The information presented is not intended to constitute an investment recommendation for, or advice to, any specific person. FTA has no knowledge of and has not been provided any information regarding any investor.

Investment objectives

Financial advisors must determine whether particular investments are appropriate for their clients. FTA believes the financial advisor is a fiduciary, is capable of evaluating investment risks independently and is responsible for exercising independent judgment with respect to its retirement plan clients.

View source version on businesswire.Our Primary Investment Objectives Are To: Acquire quality real estate properties or interests in real estate properties that can provide stable cash flow for distribution to our shareholders, preservation of capital and realization of long-term capital appreciation upon the sale of such properties.

7 Most Common Investment Objectives | Investment Bank

Objectives may be driven by any number of things, including personal risk tolerance, life circumstances, tax considerations and relative time horizon of the investment. What follows are a few descriptions of various, common investment objectives, including the incentives and rationale behind them.

INVESTMENT OBJECTIVE: The Investment Objective of the Inflation-Linked Fixed Income Fund is to provide investors inflation protection and income consistent with investment in inflation-indexed securities.

Principal and interest payments are adjusted in response to changes in inflation.

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Secondary Objectives. Tax Minimization: An investor may pursue certain investments in order to adopt tax minimization as part of his or her investment strategy. Investing involves risk, including the possible loss of principal.

Since each person's situation is different, you should review your specific investment objectives, risk tolerance, and liquidity needs with your financial professional before selecting a suitable savings or investment strategy and to see how this information may apply to your.

For most investment schemes, risk and returns are directly proportional. It is important to create the right balance between the two based on your objectives and risk appetite.

NCB Capital Markets Ltd. - Investment Objectives